Privacy Policy

Privacy Policy

What HonestPocket may collect, how information may be used, and the choices readers have.

What this means in practice

The top-level standards are designed to keep HonestPocket useful, transparent, and reader-first.

Overview

HonestPocket is an education site, not a bank or secure document vault.

Information

Basic analytics, form, and site-use data may be processed.

Choices

Readers can contact us about privacy questions.

Effective date: July 9, 2026 Last updated: September 20, 2026

Full privacy policy

This policy explains information handled when someone visits HonestPocket, uses a calculator, makes a purchase, joins the newsletter, or contacts the site.

Information collected automatically

The site and its hosting systems may process technical information such as IP address, browser and device type, pages viewed, referrer, timestamps, and basic request logs for security, reliability, and analytics.

Analytics and tags

HonestPocket currently uses Google Tag Manager and Google Analytics to understand page use and important interactions. These services may use cookies or similar identifiers and may receive page URLs, device information, and interaction events. Calculator analytics events are designed not to include the dollar amounts, balances, rates, or other values entered into calculator fields.

Calculator information

Calculators are designed to update in the browser. Do not enter account numbers, Social Security numbers, login credentials, or other sensitive identifiers. If a calculator URL already contains query parameters, those parameters may appear in browser history, server logs, or analytics page-location data.

Newsletter information

Newsletter forms are provided through Kit (formerly ConvertKit). When someone subscribes, Kit may process the email address, signup status, form source, and related technical information needed to manage consent, delivery, and unsubscribes. Every marketing email includes an unsubscribe option. During the transition from MailerLite, previously collected newsletter records and worksheet file hosting may remain with MailerLite. Unsubscribed contacts are not automatically reactivated as part of the transition.

Purchases and payment processing

HonestPocket uses WooCommerce to manage orders and digital downloads. Order records can include your name, email address, billing details, purchased items, totals, payment status and transaction references. Technical information and download-access records may also be processed to operate checkout, prevent abuse and provide support.

Card details are collected through Stripe’s payment interface. Our order records may contain payment references and limited payment-method details, rather than full card numbers or security codes. Information needed to process and secure a payment is shared with Stripe. See Stripe’s Privacy Policy.

Order information is used to fulfill purchases, provide download access, answer purchase questions, handle applicable refunds and maintain business records. Buying a product does not by itself subscribe you to our marketing newsletter; newsletter consent remains separate.

Your completed planner is not automatically uploaded to HonestPocket. Keep your files private and review the privacy practices of any spreadsheet or cloud-storage service you use with them.

Contact messages

If someone contacts HonestPocket by email, the site receives the address, message, and any information voluntarily included. Contact email is not a secure channel for sensitive financial or identity information.

Cookies and similar technologies

WordPress, WooCommerce, Stripe, performance tools, analytics services, and newsletter providers may use cookies or local storage for site operation, security, measurement, or form behavior. Checkout and payment services may use these technologies to maintain shopping sessions and help detect fraud. Browser settings can be used to limit or delete cookies, though some features may work differently.

How information is used and shared

Information may be used to operate and secure the site, measure performance, improve content and tools, respond to messages, process orders and refunds, and manage newsletter subscriptions. It may be processed by service providers that support hosting, WordPress, caching, analytics, tag management, payment processing, or email delivery. HonestPocket does not claim to sell personal financial input data.

Retention and security

Information is retained only as long as reasonably needed for the purposes described, subject to provider settings, legal requirements, security needs, and backup cycles. Reasonable safeguards are used, but no website, email, or third-party service can guarantee absolute security.

Your choices

Readers can unsubscribe through an email footer, control cookies through browser settings, avoid placing sensitive information in forms, or ask a privacy question at hello@honestpocket.com.

Children and external sites

HonestPocket is not directed to children under 13. Links to external sites are governed by those sites’ own privacy practices.

Changes

This policy may be updated when site features or providers change. The date above will be revised when material changes are published.